Sagard Holdings Manager Lp
SEC-registered
Private Fund Manager · Mid-sized ($1B–$10B)
CRD 304924
· SEC file 801-120342
· Toronto, Ontario
· www.sagard.com
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ADV data as of Apr 28, 2026
- Regulatory AUM
- $8.6B
- Discretionary
- $8.5B
- Clients
- 43
- Avg AUM / client
- $200M
- Accounts
- 45
- Employees
- 220
AUM over time
$2.4B
$8.6B
Dec 2020
Dec 2025
Annual snapshots from Form ADV filings · as of Apr 28, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 39 | $8.1B | 93.9% |
| Insurance companies | 2 | $354M | 4.11% |
| Corporations and other businesses | 2 | $175M | 2.03% |
Private funds (13)
Reported in Form ADV Section 7.B.(1), filing of Apr 2024 · $1.3B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Sagard Healthcare Royalty Partners Lp master | Private Equity Fund | Cayman Islands | $421M | 4 |
| Sagard Healthcare Royalty Partners Icav Sagard Healthcare Partners Sub Fund feeder | Private Equity Fund | Ireland | $268M | 17 |
| Sagard Healthcare Partners (P 1) Lp | Private Equity Fund | Delaware | $150M | 1 |
| Portage Ventures Iii International Lp feeder | Private Equity Fund | Canada | $108M | 35 |
| Portag3 Ventures Ii International Lp feeder | Private Equity Fund | Canada | $85.1M | 13 |
| Portage Capital Solutions Fund I Lp master | Private Equity Fund | Canada | $80.0M | 5 |
| Portag3 Ventures Ii International (Fi) Lp feeder | Private Equity Fund | Canada | $79.7M | 4 |
| Spadina Lp | Private Equity Fund | Canada | $50.8M | 32 |
| Sagard Credit Partners Ii (Cayman), Lp | Private Equity Fund | Cayman Islands | $33.4M | 17 |
| Sagard Credit Partners (Cayman), Lp | Private Equity Fund | Cayman Islands | $30.2M | 10 |
| Mowat Lp | Private Equity Fund | Canada | $15.9M | 6 |
| Sagard Senior Lending Partners Offshore Lp | Private Equity Fund | Delaware | $0 | 1 |
| Sagard Senior Lending Partners Offshore U Lp | Private Equity Fund | Delaware | $0 | 1 |
People (11)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Desmarais, Andre, Roger | Trustee | Oct 2013 (13y) | GP / trustee / elected manager of The Desmarais Family Residuary Trust (indirect) | |
| Desmarais, Paul, Guy | Trustee | Oct 2013 (13y) | GP / trustee / elected manager of The Desmarais Family Residuary Trust (indirect) | |
| Desmarais Iii, Paul, Guy | Chairman And Chief Executive Officer | Oct 2017 (9y) | Less than 5% | |
| Robinson, Samuel, David | Co Founder And Vice Chairman | Oct 2017 (9y) | Less than 5% | |
| Vigna, Adam, Durham | Chief Investment Officer | Oct 2017 (9y) | Less than 5% | |
| Desmarais, Sophie, Caroline | Trustee, Non Voting | Mar 2018 (8y) | GP / trustee / elected manager of The Desmarais Family Residuary Trust (indirect) | |
| Klee, Stephan, Nmn | Chief Financial Officer | Jul 2018 (8y) | Less than 5% | |
| Subhan, Junaid, Kaleem | Vice President, Legal Affairs And Chief Compliance Officer | Oct 2020 (6y) | Less than 5% | |
| Doer, Gary, Albert | Trustee | May 2023 (3y) | GP / trustee / elected manager of The Desmarais Family Residuary Trust (indirect) | |
| Hassan, Michael, Nmn | Managing Director, General Counsel And Secretary, Legal Affairs | Nov 2023 (3y) | Less than 5% | |
| Fleming, Gregory, James | Trustee | Feb 2024 (3y) | GP / trustee / elected manager of The Desmarais Family Residuary Trust (indirect) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Sagard Holdings Management Inc. | Limited Partner | Mar 2021 | A | 75% or more |
| Sagard Holdings Manager Gp Inc. | General Partner | Oct 2017 | A | Less than 5% |
| Sagard Holdings Participation Inc. | Shareholder | Dec 2016 | B | ≈ 28.13% – 75% via Sagard Holdings Inc. |
| Power Corporation Of Canada | Shareholder | Dec 2016 | B | ≈ 21.09% – 75% via Sagard Holdings Participation Inc. |
| The Desmarais Family Residuary Trust | Shareholder | Oct 2015 | B | ≈ 7.91% – 56.25% via Pansolo Holding Inc. |
| Sagard Holdings Inc. | Shareholder | Feb 2021 | B | ≈ 37.5% – 75% via Sagard Holdings Management Inc. |
| Pansolo Holding Inc. | Shareholder | Oct 2015 | B | ≈ 10.55% – 56.25% via Power Corporation Of Canada |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Sagard Holdings Participation Inc.: 75% – 100% of Sagard Holdings Inc. × 50% – 75% of Sagard Holdings Management Inc. × 75% – 100% direct ≈ 28.13% – 75% of the firm
- Power Corporation Of Canada: 75% – 100% of Sagard Holdings Participation Inc. × 75% – 100% of Sagard Holdings Inc. × 50% – 75% of Sagard Holdings Management Inc. × 75% – 100% direct ≈ 21.09% – 75% of the firm
- The Desmarais Family Residuary Trust: 75% – 100% of Pansolo Holding Inc. × 50% – 75% of Power Corporation Of Canada × 75% – 100% of Sagard Holdings Participation Inc. × 75% – 100% of Sagard Holdings Inc. × 50% – 75% of Sagard Holdings Management Inc. × 75% – 100% direct ≈ 7.91% – 56.25% of the firm
- Sagard Holdings Inc.: 50% – 75% of Sagard Holdings Management Inc. × 75% – 100% direct ≈ 37.5% – 75% of the firm
- Pansolo Holding Inc.: 50% – 75% of Power Corporation Of Canada × 75% – 100% of Sagard Holdings Participation Inc. × 75% – 100% of Sagard Holdings Inc. × 50% – 75% of Sagard Holdings Management Inc. × 75% – 100% direct ≈ 10.55% – 56.25% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (13, $1.3B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Sagard Healthcare Royalty Partners Lp | Private Equity Fund | $421M | $5.0M | 4 |
| Sagard Healthcare Royalty Partners Icav Sagard Healthcare Partners Sub Fund | Private Equity Fund | $268M | $5.0M | 17 |
| Sagard Healthcare Partners (P 1) Lp | Private Equity Fund | $150M | $0 | 1 |
| Portage Ventures Iii International Lp | Private Equity Fund | $108M | $10.0M | 35 |
| Portag3 Ventures Ii International Lp | Private Equity Fund | $85.1M | $15.0M | 13 |
| Portage Capital Solutions Fund I Lp | Private Equity Fund | $80.0M | $75.0M | 5 |
| Portag3 Ventures Ii International (Fi) Lp | Private Equity Fund | $79.7M | $15.0M | 4 |
| Spadina Lp | Private Equity Fund | $50.8M | $50.0K | 32 |
| Sagard Credit Partners Ii (Cayman), Lp | Private Equity Fund | $33.4M | $5.0M | 17 |
| Sagard Credit Partners (Cayman), Lp | Private Equity Fund | $30.2M | $0 | 10 |
| Mowat Lp | Private Equity Fund | $15.9M | $250K | 6 |
| Sagard Senior Lending Partners Offshore Lp | Private Equity Fund | $0 | $10.0M | 1 |
| Sagard Senior Lending Partners Offshore U Lp | Private Equity Fund | $0 | $10.0M | 1 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/28/2026 | 6.44 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 28, 2026.
View current Form ADV (SEC/IAPD) ↗